NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Is Array Technologies (ARRY) Tightening the Link Between Product Strategy and Revenue Execution With New Leadership?

Earlier this month, Array Technologies announced the promotions of Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer, expanding executive oversight of worldwide revenue generation and product development. These promotions highlight Array’s focus on tighter alignment between customer needs and its product roadmap, while reinforcing global sales execution and product innovation capabilities. We’ll now examine how Green’s expanded global revenue role could...
NYSE:PLD
NYSE:PLDIndustrial REITs

Do Analyst Upgrades Before Earnings Change The Bull Case For Prologis’ Growth-First Strategy (PLD)?

In recent days, Prologis has drawn attention as brokers upgraded their ratings and reaffirmed an overall “Outperform” consensus ahead of its latest earnings report, which is expected to show earnings per share of US$1.44 and revenue of US$2.10 billion compared with the prior year’s quarter. This combination of more cautious earnings expectations alongside projected revenue growth has sharpened focus on how the company is balancing profitability with expansion in its logistics real estate...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (GLXY) Is Up 25.5% After Doubling ERCOT-Approved Power At Helios AI Campus

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Is It Time To Reassess First Solar (FSLR) After Recent Share Price Pullback?

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

Evaluating JD.com (NasdaqGS:JD) As Shares Trade Below Popular Fair Value Estimates

How JD.com stock has been performing recently JD.com (JD) has seen mixed recent returns, with a 1 day move of around 1% decline, a slightly negative past week, a small gain over the past month, and a double digit decline across the past 3 months. Over longer periods, JD.com shows negative total returns year to date, over the past year, and across the past 3 and 5 years. This may influence how you think about risk, holding periods, and position sizing. See our latest analysis for JD.com. At a...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Record 2025 Commitments and Repayments Might Change The Case For Investing In Trinity Capital (TRIN)

In 2025, Trinity Capital reported record investment activity with US$2.10 billion in new commitments and US$1.50 billion funded across secured loans, equipment financings, and warrant and equity investments, including about US$435 million funded in the fourth quarter. This update highlights not only strong demand for Trinity’s lending products but also brisk portfolio turnover, with repayments and exits nearing US$826 million for the year. Next, we’ll examine how this record US$2.10 billion...
NYSE:BE
NYSE:BEElectrical

Is It Too Late To Consider Bloom Energy (BE) After Its Strong Share Price Run?

If you are wondering whether Bloom Energy's share price still reflects fair value after its recent run, you are not alone. That is exactly what this article is built to unpack. The stock last closed at US$139.17, with returns of 14.2% over 7 days, 58.9% over 30 days, 41.0% year to date, and a very large gain over 1 year and 3 years. This naturally raises questions about growth expectations and risk. Recent news coverage around Bloom Energy has focused on its role in clean energy solutions...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Is DocuSign’s (DOCU) Contract-Focused AI Shift Quietly Rewriting Its Competitive Moat?

Earlier this week, DocuSign announced new AI-powered eSignature features built on its Intelligent Agreement Management platform, using its Iris engine to simplify dense legal language for signers and automate document preparation tasks like agreement-type detection and field placement across the US, UK, and Australia. The launch directly targets long-standing friction points in contract workflows, signer confusion, preparation errors, and time-intensive setup, positioning DocuSign’s AI as...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation As Dividends Buybacks And New Senior Notes Draw Attention

Antero Midstream (AM) has kept its quarterly cash dividend at $0.225 per share, alongside fourth quarter share repurchases and new senior notes offerings that reshape how cash flows between the company and its investors. See our latest analysis for Antero Midstream. At a share price of US$17.84, Antero Midstream has seen a 7 day share price return of 2.94% while its 1 year total shareholder return of 15.25% and 5 year total shareholder return above 200% reflect gradually building momentum...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Is Rezolve AI (RZLV) Attractive After Its Recent Share Price Surge?

If you are wondering whether Rezolve AI's recent run makes the stock look cheap or stretched, this article walks through what the current price could imply about its value. The shares last closed at US$4.62, with returns of 24.5% over 7 days, 55.6% over 30 days, 61.0% year to date and 53.5% over 1 year, while the 3 year return sits at a 54.2% decline. Recent price moves have come as Rezolve AI continues to attract attention in the AI and software space, where investor interest can quickly...
NYSE:MC
NYSE:MCCapital Markets

Is It Too Late To Consider Moelis (MC) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Moelis at around US$77.75 is offering fair value or a stretched price, you are not alone. That is exactly what this article will unpack. The stock has recently posted returns of 4.6% over 7 days, 12.1% over 30 days, 9.2% year to date, 5.7% over 1 year, 99.0% over 3 years and 93.8% over 5 years, which naturally raises questions about where value now sits. Recent coverage of Moelis has focused on its position within the diversified financials space and ongoing...
NYSE:OSCR
NYSE:OSCRInsurance

Oscar Health Valuation Check As ACA Subsidy Extension And Analyst Upgrade Support Positive Sentiment

Oscar Health (OSCR) is back in focus after the U.S. House of Representatives approved a bill to extend Affordable Care Act subsidies, a key support for insurers concentrated in the individual exchange market. See our latest analysis for Oscar Health. The policy news arrives after a mixed stretch for the stock, with a 10.88% 1 month share price return and a 16.37% year to date share price return set against a 10.16% 3 month share price decline. At the same time, the 3 year total shareholder...
NYSE:MAN
NYSE:MANProfessional Services

Is BMO’s Upgrade a Clue to ManpowerGroup’s (MAN) Long-Term Labor Market Positioning?

Earlier this week, BMO Capital upgraded ManpowerGroup, citing expectations for better operating trends at the workforce solutions provider following its recent performance. The upgrade highlights how shifts in analyst confidence can influence investor focus on ManpowerGroup’s execution in a rapidly evolving labor market. Next, we’ll examine how BMO Capital’s improved view on ManpowerGroup’s operating trends may affect the company’s existing investment narrative. The best AI stocks today may...
NYSE:BRC
NYSE:BRCCommercial Services

Can Brady’s Slowing Organic Growth Redefine Its Long‑Term Story Despite Strong Trends at BRC?

In recent months, Brady Corporation reported solid quarterly results, with five-year compounded annual revenue growth of 7.5% and earnings per share increasing 15.7% annually. These figures highlight that Brady’s offerings continue to appeal to customers even as its core organic revenue growth slowed to 1.6% over the past two years. While strong long-term sales and earnings trends underscore the effectiveness of Brady’s product portfolio and execution, the recent slowdown in organic growth...
NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

STAAR Surgical (STAA) Is Down 6.8% After Governance Shake-Up Post Rejected Alcon Merger - Has The Bull Case Changed?

STAAR Surgical recently reshaped its board after shareholders rejected a proposed merger with Alcon, adding three investor-affiliated directors while CEO Stephen Farrell stepped down from the board but remains in the role until January 31, 2026. This shift hands greater influence to major shareholder Broadwood Partners and its allies, signaling potential changes in governance priorities and capital allocation for the standalone company. With Broadwood-backed directors now on the board, we’ll...
NYSE:DEA
NYSE:DEAOffice REITs

Is Easterly Government Properties (DEA) Price Out Of Step With Its Cash Flow Outlook

If you are wondering whether Easterly Government Properties is attractively priced or not, you are in the right place. This article is built around helping you make sense of what the current share price might imply. The stock last closed at US$22.87, with returns of 1.1% over the past week, 2.7% over the past month, a 7.3% gain year to date, and declines of 13.2% over 1 year, 24.4% over 3 years, and 43.5% over 5 years. This can signal shifting views on both its potential and its...
NYSE:FUL
NYSE:FULChemicals

H.B. Fuller (FUL) Margin Improvement And 16.2% Earnings Growth Test Bullish Narratives

H.B. Fuller FY 2025 earnings snapshot H.B. Fuller (FUL) has wrapped up FY 2025 with fourth quarter revenue of US$894.8 million and basic EPS of US$0.55, setting the tone for a year where earnings momentum and margin progression were in focus for investors. The company has seen quarterly revenue move from US$917.9 million in Q3 2024 to the US$788.7 million to US$898.1 million range across the first three quarters of 2025, while basic EPS shifted from US$1.01 in Q3 2024 to US$0.24, US$0.77 and...
NYSE:LMND
NYSE:LMNDInsurance

How Investors Are Reacting To Lemonade (LMND) Improving Loss Ratios And AI-Driven Profitability Gains

Lemonade recently reported past quarterly results showing improving profitability metrics, including a steadily declining gross loss ratio and positive adjusted free cash flow, alongside strong growth in in-force premiums. These efficiency gains suggest Lemonade’s AI-driven underwriting and claims systems are materially improving how much of each premium dollar the company keeps. We’ll now examine how Lemonade’s improving gross loss ratio reshapes its existing investment narrative and what...
NYSE:PL
NYSE:PLProfessional Services

Is It Too Late To Consider Planet Labs (PL) After A 7x One-Year Surge?

If you are wondering whether Planet Labs PBC is still reasonably priced after its recent run, this article walks through what the current share price might be implying about the business. The stock closed at US$28.28, with returns of 26.0% over 7 days, 58.2% over 30 days, 38.6% year to date, and a very large gain over 1 year that is more than 7x. Recent coverage has focused on Planet Labs PBC's role in satellite powered Earth observation and how its data products are being used across areas...
NYSE:MOH
NYSE:MOHHealthcare

Is Molina Healthcare (MOH) Misjudging Medical Cost Risks Or Simply Miscommunicating Them To Investors?

In the past few days, Grabar Law Office began investigating Molina Healthcare over alleged failures to disclose key medical cost and guidance-related risks, including assumptions about cost trends, premium–cost alignment, and potential cuts to fiscal year 2025 guidance. This investigation raises fresh questions about how accurately Molina’s internal expectations around medical utilization and pricing were communicated to shareholders, and how resilient its business model is to those...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Assessing Krystal Biotech (KRYS) Valuation After Strong Recent Share Price Momentum

Krystal Biotech (KRYS) has drawn fresh attention after recent trading left the stock with a 1 day return of 3.35% and a past 3 months return of 48.25%, prompting investors to reassess its profile. See our latest analysis for Krystal Biotech. That move comes on top of a 13.3% 7 day share price return, an 18.2% 30 day share price return, and a 48.3% 90 day share price return. The 1 year total shareholder return of 94.7% and 3 year total shareholder return above 2.5x suggest strong momentum has...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Does Leadership Shuffle At Hancock Whitney (HWC) Really Reframe Its Core Banking And Digital Strategy?

In early January 2026, Hancock Whitney Corporation elevated long-time executive Emory Mayfield to Chief Banking Officer and hired Devon Bray as executive vice president and director of Business Banking and SBA, tasking them with overseeing core banking lines and sharpening the bank’s business banking and digital capabilities. These leadership changes arrive just ahead of Hancock Whitney’s upcoming quarterly earnings release, focusing investor attention on how a refreshed banking team may...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Assessing Mind Medicine (MindMed) (DFTX) Valuation After Rebrand To Deinium Therapeutics And Pipeline Progress

Mind Medicine (MindMed) (DFTX) is rebranding to Deinium Therapeutics and switching its Nasdaq ticker from MNMD to DFTX on January 15, 2026, drawing fresh attention to its psychiatry focused pipeline. See our latest analysis for Mind Medicine (MindMed). The rebrand to Deinium Therapeutics and new DFTX ticker come after a period of strong momentum, with a 30 day share price return of 25.45% and a 1 year total shareholder return of 136.25%, although the 5 year total shareholder return remains a...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Is Enphase Energy (ENPH) Now Attractively Priced After Recent Solar Sector Weakness?

If you are wondering whether Enphase Energy is a bargain or a value trap at its current price, the key is to understand what the recent numbers actually say about the stock. The share price closed at US$35.36, with returns of 11.0% over 30 days and 4.8% year to date, but also a 44.3% decline over 1 year and an 84.1% decline over 3 years. Recent news around Enphase has focused on the broader solar and clean energy sector, including investor debates about demand for residential solar equipment...